Daniel Patrick Obrien
Investment adviser representative at Hightower Advisors, LLC
25 yearsExperience
1 stateRegistered in
$198.6BFirm assets
18 yearsFirm in business
Are you Daniel Patrick Obrien? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
25 years in the industry.
- Hightower Advisors, LLCDec 2021 to now
- Tc Wealth PartnersSep 2016 to Dec 2021
- Trust Company of IllinoisNov 2001 to Dec 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (IL).
Hightower Advisors, LLC
$198.6BAssets managed
64,035Clients
1,036Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6700991
- Firm CRD
- 145323